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US Bancorp

1,754 hedge funds and large institutions have $59.4B invested in US Bancorp in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 709 increasing their positions, 632 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 632

11% more call options, than puts

Call options by funds: $304M | Put options by funds: $274M

0.41% more ownership

Funds ownership: 75.45%75.85% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2% less funds holding

Funds holding: 1,7911,754 (-37)

5% less capital invested

Capital invested by funds: $62.7B → $59.4B (-$3.29B)

14% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 127

Holders
1,754
Holders Change
-37
Holders Change %
-2.07%
% of All Funds
27.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
109
Increased
709
Reduced
632
Closed
127
Calls
$304M
Puts
$274M
Net Calls
+$29.6M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
576
TRUE Private Wealth Advisors
Oregon
$2.74M -$12.6K -220 -0.4%
NIM
577
Northeast Investment Management
Massachusetts
$2.71M +$52.9K +920 +2%
AIM
578
Achmea Investment Management
Netherlands
$2.71M +$2.93M +50,996 New
PL
579
Plancorp LLC
Missouri
$2.7M -$40.6K -706 -1%
CA
580
Cetera Advisors
Colorado
$2.69M -$177K -3,073 -6%
IBOK
581
Independence Bank of Kentucky
Kentucky
$2.69M +$74.6K +1,299 +3%
BCM
582
Brookmont Capital Management
Texas
$2.68M +$14K +243 +0.5%
SFS
583
Stiles Financial Services
Minnesota
$2.67M +$81.3K +1,414 +3%
RCM
584
Radnor Capital Management
Pennsylvania
$2.66M -$178K -3,102 -6%
CIM
585
CCLA Investment Management
United Kingdom
$2.65M
EF
586
Exeter Financial
Arizona
$2.64M +$11.5K +200 +0.4%
LA
587
Lindenwold Advisors
Pennsylvania
$2.64M +$119K +2,075 +4%
AFIA
588
America First Investment Advisors
Nebraska
$2.64M
CCM
589
Coldstream Capital Management
Washington
$2.64M -$464K -8,074 -14%
TFO
590
Tarbox Family Office
California
$2.64M -$8.45K -147 -0.3%
LF
591
LifeSteps Financial
California
$2.64M
IA
592
IFG Advisory
Georgia
$2.63M +$258K +4,483 +10%
Impax Asset Management Group
593
Impax Asset Management Group
United Kingdom
$2.63M +$79.8K +1,388 +3%
ZB
594
Zions Bancorporation
Utah
$2.6M +$567K +9,868 +25%
AL
595
Aspiriant LLC
California
$2.59M -$6.95K -121 -0.2%
TAM
596
Tealwood Asset Management
Minnesota
$2.59M -$31K -539 -1%
CFMC
597
Curbstone Financial Management Corp
New Hampshire
$2.59M +$52.5K +914 +2%
LC
598
LCNB Corp
Ohio
$2.59M +$360K +6,261 +15%
PCA
599
Providence Capital Advisors
North Carolina
$2.58M +$995K +17,319 +55%
GWM
600
Geneos Wealth Management
Colorado
$2.57M -$802K -13,962 -22%

USB Hedge Fund Activity: Q1 2022 in Review

1,754 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2022, worth a combined $59.4B — down 5.2% from $62.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of USB and 109 opened new positions — a net loss of 18 holders — while 632 trimmed existing stakes and 709 added.

The largest buyer was Magellan Asset Management, adding an estimated $733M. The largest seller was Massachusetts Financial Services, cutting an estimated $558M.

  • 1,754 institutional investors held US Bancorp (USB) as of Q1 2022, down from 1,791 in Q4 2021.
  • Funds reported $59.4B of US Bancorp stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q1 2022 and 127 closed out, a net change of -18 holders.
  • The largest US Bancorp buyer in Q1 2022 was Magellan Asset Management, an estimated $733M added.
  • The largest US Bancorp seller in Q1 2022 was Massachusetts Financial Services, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2022.